Ledger - Attorney Tab

This Attorney tab allows you to associate an attorney with the incident, and keep track of other information relevant to a legal dispute. It is located in an Incident by selecting an Incident from the Ledger Sidebar, and then clicking on the Attorney Tab. 


To associate an attorney to an incident, click the plus sign next to the Attorney Name label. A window will open, displaying your list of available attorneys. You can select a record from the list, or use the search field to search for the attorney. If you wish to add a new attorney, click the plus sign in the upper right corner of the attorney window before entering their information. If you enter a new attorney's information while you have an existing record selected, you will overwrite the original record's information.

The other fields can be filled out as needed; they are only for your reference, this information is not tracked on a report in MacPractice.

In MacPractice MD, MacPractice DDS, and MacPractice 20/20, there is a preference that determines whether or not this tab is visible. To enable this, go to the MacPractice menu, and select Preferences. In the Preference window, select Ledger in the sidebar, then select the Incident tab. Check the "Show Attorneys Tab in Incidents" checkbox to make this tab visible. This is a local preference, so it will need to be changed on each computer in your office individually.


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